Best Investors Account Sign in
Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2025-07-10
OH RA APPROVED 2025-07-10
TX RA APPROVED_RES 2025-07-10
  • LA RA
    APPROVED
    Since 2025-07-10
  • OH RA
    APPROVED
    Since 2025-07-10
  • TX RA
    APPROVED_RES
    Since 2025-07-10

Branch Locations

North Ridgeville, OH • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Next Financial Group Inc Independence OH 01/2009 07/2025
Lpl Financial Llc North Ridgeville OH 07/2025 Present
  • 01/2009 → 07/2025
    Next Financial Group Inc
    Independence, OH
  • 07/2025 → Present
    North Ridgeville, OH
Previous Registrations
  • 2009-01-06 → 2025-07-10
    Next Financial Group, Inc.
    Houston, TX
    North Ridgeville, OH
    Friendswood, TX
    Allen, TX
  • 2005-02-07 → 2009-11-18
    Householder Group, Estate & Retirement Specialists
    Brecksville, OH
  • 2002-12-16 → 2003-09-30
    Quick & Reilly, Inc.
    Cleveland, OH
Other Businesses

1. 07/10/2025-Driscoll Advisor Services Inc- Business Entity For Tax/Investment Purposes Only- Not INV Related- At Reported Business Location(s)- Start date 11/19/2012- 5 Hours Per Month 2. 07/10/2025- Wildcat Wealth Management- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 02/06/2017- 140 Hours Per Month- 140 Hours During Trading

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-04-14
S63 Uniform Securities Agent State Law Examination 1997-04-07
  • S65 Uniform Investment Adviser Law Examination
    1997-04-14
  • S63 Uniform Securities Agent State Law Examination
    1997-04-07

View on SEC IAPD

More in North Ridgeville, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor